Pearson PLC
PSO- Exchange
- NYSE
- Industry
- Books: Publishing or Publishing & Printing
- SEC CIK
- 0000938323
No open-market purchases or sales by Pearson PLC insiders were filed in the last 90 days; 211 institutions reported holding it in 13F filings for Q2 2026, worth $424.8M in total; no superinvestor holds it.
Other share classesPSORF
13F holders, Q2 2022
Institutional positions in Pearson PLC as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 123
- −2 vs. Q1 2022
- Shares held
- 20.5M
- +1.58M (+8.4%) vs. Q1 2022
- Total value
- $188.9M
- +$602.7K (+0.3%) vs. Q1 2022
- New holders
- 19
- 39 more added
- Sold out
- 21
- 50 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PSO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 211 | $424.8M |
| Q1 2026 | 200 | $342.1M |
| Q4 2025 | 193 | $340.2M |
| Q3 2025 | 177 | $294.5M |
| Q2 2025 | 185 | $320.9M |
| Q1 2025 | 177 | $299.5M |
| Q4 2024 | 155 | $298.0M |
| Q3 2024 | 151 | $247.9M |
| Q2 2024 | 141 | $227.2M |
| Q1 2024 | 135 | $234.8M |
| Q4 2023 | 125 | $182.1M |
| Q3 2023 | 116 | $162.7M |
| Q2 2023 | 117 | $166.6M |
| Q1 2023 | 111 | $178.2M |
| Q4 2022 | 129 | $215.6M |
| Q3 2022 | 122 | $194.7M |
| Q2 2022 | 123 | $188.9M |
| Q1 2022 | 127 | $211.3M |
| Q4 2021 | 122 | $159.7M |
| Q3 2021 | 95 | $104.2M |
| Q2 2021 | 89 | $135.8M |
| Q1 2021 | 88 | $125.5M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 42 | $0 | 0.00% | −17,337−99.8% | Reduced |
| Bourgeon Capital Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 42 | $0 | 0.00% | +42 | New |
| Umb Bank N A | 160 | $1.00K | 0.00% | −385−70.6% | Reduced |
| Syverson Strege & Co | 64 | $1.00K | 0.00% | +1+1.6% | Added |
| Evoke Wealth, LLC | 106 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 137 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 161 | $1.00K | 0.00% | +161 | New |
| Newbridge Financial Services Group, Inc. | 100 | $1.00K | 0.00% | +100 | New |
| Schubert & Co | 98 | $1.00K | 0.00% | +98 | New |
| Fieldpoint Private Securities, LLC | 235 | $2.00K | 0.00% | −210−47.2% | Reduced |
| JFS Wealth Advisors, LLC | 223 | $2.00K | 0.00% | +65+41.1% | Added |
| Credit Suisse AG | 184 | $2.00K | 0.00% | +184 | New |
| Tower Research Capital LLC (TRC) | 218 | $2.00K | 0.00% | +218 | New |
| ACG Wealth | 170 | $2.00K | 0.00% | +170 | New |
| Castle Wealth Management LLC | 214 | $2.00K | 0.00% | +214 | New |
| Spire Wealth Management | 327 | $3.00K | 0.00% | −327−50.0% | Reduced |
| Geneos Wealth Management Inc. | 347 | $3.00K | 0.00% | −161−31.7% | Reduced |
| KB Financial Partners, LLC | 273 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 457 | $4.00K | 0.00% | −587−56.2% | Reduced |
| EverSource Wealth Advisors, LLC | 459 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 401 | $4.00K | 0.00% | +17+4.4% | Added |
| Bell Investment Advisors, Inc | 455 | $4.00K | 0.00% | +455 | New |
| Rockefeller Capital Management L.P. | 707 | $5.00K | 0.00% | +138+24.3% | Added |
| Venture Visionary Partners LLC | 754 | $6.95K | 0.00% | +754 | New |
| Fifth Third Bancorp | 760 | $7.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 760 | $7.01K | 0.00% | +760 | New |
| Northwestern Mutual Wealth Management Co | 847 | $8.00K | 0.00% | +255+43.1% | Added |
| Global Retirement Partners, LLC | 934 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,038 | $10.0K | 0.00% | +26+2.6% | Added |
| Bessemer Group Inc | 1,289 | $12.0K | 0.00% | −166−11.4% | Reduced |
| Column Capital Advisors, LLC | 1,270 | $12.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,461 | $13.0K | 0.00% | +12+0.8% | Added |
| Aquatic Capital Management LLC | 1,400 | $13.0K | 0.00% | +1,400 | New |
| Captrust Financial Advisors | 1,760 | $16.0K | 0.00% | +133+8.2% | Added |
| CWM, LLC | 2,139 | $20.0K | 0.00% | +238+12.5% | Added |
| Private Capital Group, LLC | 2,803 | $26.0K | 0.02% | +297+11.9% | Added |
| Ellevest, Inc. | 2,859 | $26.0K | 0.00% | +1,261+78.9% | Added |
| Lindbrook Capital, LLC | 3,281 | $30.0K | 0.00% | −817−19.9% | Reduced |
| Addison Advisors LLC | 3,412 | $31.0K | 0.02% | +225+7.1% | Added |
| TD Private Client Wealth LLC | 3,572 | $32.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,433 | $34.0K | 0.00% | −762−34.7% | Reduced |
| Proequities, Inc. | 4,218 | $39.0K | 0.00% | −745−15.0% | Reduced |
| Parallel Advisors, LLC | 4,219 | $39.0K | 0.00% | −9−0.2% | Reduced |
| Huntington National Bank | 5,523 | $51.0K | 0.00% | +4,826+692.4% | Added |
| Citigroup Inc | 7,225 | $66.0K | 0.00% | +74+1.0% | Added |
| Quadrant Capital Group LLC | 8,264 | $76.0K | 0.01% | −171−2.0% | Reduced |
| JPMorgan Chase & Co | 8,621 | $80.0K | 0.00% | −2,969−25.6% | Reduced |
| Signaturefd, LLC | 9,565 | $88.0K | 0.00% | −1,536−13.8% | Reduced |
| Harbor Investment Advisory, LLC | 9,547 | $88.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 10,466 | $97.0K | 0.03% | −2,817−21.2% | Reduced |
| Cerity Partners LLC | 10,987 | $102.0K | 0.00% | +10,987 | New |
| NFP Retirement, Inc. | 11,202 | $103.3K | 0.03% | +207+1.9% | Added |
| Corient Capital Partners, LLC | 11,449 | $106.0K | 0.01% | −973−7.8% | Reduced |
| Veriti Management LLC | 11,640 | $107.0K | 0.01% | −1,351−10.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,673 | $108.0K | 0.01% | −3,916−25.1% | Reduced |
| Greenleaf Trust | 11,701 | $108.0K | 0.00% | −1,614−12.1% | Reduced |
| OneAscent Financial Services LLC | 11,672 | $108.0K | 0.05% | −985−7.8% | Reduced |
| Yousif Capital Management, LLC | 11,715 | $108.0K | 0.00% | 00.0% | Unchanged |
| Wealth Architects, LLC | 11,910 | $110.0K | 0.02% | +338+2.9% | Added |
| Comerica Bank | 12,391 | $116.0K | 0.00% | +389+3.2% | Added |
| Lake Street Advisors Group, LLC | 12,837 | $118.0K | 0.01% | +12,837 | New |
| Evergreen Capital Management LLC | 13,561 | $125.0K | 0.01% | −924−6.4% | Reduced |
| First Trust Advisors LP | 13,582 | $125.0K | 0.00% | +13,582 | New |
| HighTower Advisors, LLC | 13,753 | $127.0K | 0.00% | −2,281−14.2% | Reduced |
| Zions Bancorporation, N.A. | 14,416 | $133.0K | 0.01% | +1,687+13.3% | Added |
| RFG Advisory, LLC | 12,467 | $134.0K | 0.01% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 14,867 | $137.0K | 0.07% | −234−1.5% | Reduced |
| Clarius Group, LLC | 14,974 | $138.0K | 0.01% | −943−5.9% | Reduced |
| Ballentine Partners, LLC | 15,228 | $141.0K | 0.00% | −4,305−22.0% | Reduced |
| Credential Qtrade Securities Inc. | 16,239 | $149.7K | 0.01% | +940+6.1% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 17,296 | $166.0K | 0.00% | −823−4.5% | Reduced |
| Fca Corp | 20,000 | $184.0K | 0.07% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 21,000 | $194.0K | 0.01% | +21,000 | New |
| Atlas Capital Advisors LLC | 21,629 | $199.4K | 0.03% | 00.0% | Unchanged |
| Old Mission Capital LLC | 22,953 | $212.0K | 0.01% | +22,953 | New |
| Bank of Montreal | 21,792 | $213.0K | 0.00% | −1,283−5.6% | Reduced |
| Advisors Asset Management, Inc. | 23,653 | $218.0K | 0.00% | +23,653 | New |
| Advisor Group Holdings, Inc. | 25,520 | $235.0K | 0.00% | +4,397+20.8% | Added |
| Janney Montgomery Scott LLC | 27,838 | $257.0K | 0.00% | +4,969+21.7% | Added |
| M&T Bank Corp | 28,133 | $258.0K | 0.00% | +9,578+51.6% | Added |
| Mariner, LLC | 28,144 | $259.0K | 0.00% | +3,989+16.5% | Added |
| Schonfeld Strategic Advisors LLC | 28,600 | $264.0K | 0.00% | −32,900−53.5% | Reduced |
| Schechter Investment Advisors, LLC | 29,652 | $274.0K | 0.03% | −70−0.2% | Reduced |
| Eqis Capital Management, Inc. | 31,434 | $289.8K | 0.03% | −52,236−62.4% | Reduced |
| JNBA Financial Advisors | 39,837 | $367.0K | 0.06% | −7,596−16.0% | Reduced |
| Citadel Advisors LLC | 42,827 | $395.0K | 0.00% | −221,468−83.8% | Reduced |
| American Century Companies Inc | 43,123 | $398.0K | 0.00% | +16,237+60.4% | Added |
| Capital Asset Advisory Services LLC | 46,603 | $430.0K | 0.05% | −1,412−2.9% | Reduced |
| Bank of New York Mellon Corp | 47,332 | $437.0K | 0.00% | +281+0.6% | Added |
| US Bancorp | 49,319 | $454.0K | 0.00% | +287+0.6% | Added |
| Advisor Partners LLC | 51,338 | $473.0K | 0.03% | +7,088+16.0% | Added |
| Ethic Inc. | 51,376 | $474.0K | 0.03% | +754+1.5% | Added |
| Altium Wealth Management LLC | 51,546 | $475.0K | 0.03% | −1,973−3.7% | Reduced |
| JustInvest LLC | 52,638 | $485.0K | 0.02% | +20,076+61.7% | Added |
| Natixis Advisors, L.P. | 52,892 | $488.0K | 0.00% | −591−1.1% | Reduced |
| Hartford Investment Management Co | 55,500 | $512.0K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 55,702 | $514.0K | 0.07% | +2,947+5.6% | Added |
| Wetherby Asset Management Inc | 59,797 | $551.0K | 0.04% | −10,447−14.9% | Reduced |
| Crossmark Global Holdings, Inc. | 77,889 | $718.0K | 0.02% | −264−0.3% | Reduced |